CIBC Financial Services Representative Keswick

Location: Keswick

Join CIBC as a Financial Services Representative in Keswick, ON, where you’ll impact clients’ lives by providing tailored financial solutions. In this full-time role, you will engage with clients and understand their financial goals to offer the best products suited to their needs.

As a member of the Personal and Business Banking team, you’ll thrive in a vibrant Banking Centre environment. This role demands you to meet with clients, demonstrate knowledge in cash management and investments, and provide effective financial advice. Your ability to build strong relationships and leverage technology will enhance client engagement and satisfaction.

Key Responsibilities:

• Engage with clients to assess financial priorities

• Recommend investment and credit solutions

• Foster relationships through marketing and outreach

• Teach clients to use mobile banking technologies

• Provide tailored financial planning and advice

Requirements:

• Mutual Funds License in good standing

• 1 year of experience in client-facing roles

• Critical thinking and problem-solving skills

• Ability to achieve sales results and goals

• Passion for relationship building and client satisfaction

Your expertise in financial products, along with dedication, will help CIBC foster lasting client relationships in Keswick.
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